Northwestern Mutual Wealth Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Sell |
2,061
-358
| -15% | -$24.5K | ﹤0.01% | 1884 |
|
|
2025
Q1 | $184K | Sell |
2,419
-10
| -0.4% | -$759 | ﹤0.01% | 1701 |
|
|
2024
Q4 | $266K | Buy |
2,429
+18
| +0.7% | +$1.97K | ﹤0.01% | 1534 |
|
|
2024
Q3 | $191K | Sell |
2,411
-67
| -3% | -$5.3K | ﹤0.01% | 1637 |
|
|
2024
Q2 | $181K | Buy |
2,478
+2,054
| +484% | +$150K | ﹤0.01% | 1599 |
|
|
2024
Q1 | $36K | Sell |
424
-28
| -6% | -$2.37K | ﹤0.01% | 2203 |
|
|
2023
Q4 | $45.9K | Buy |
452
+447
| +8,940% | +$45.4K | ﹤0.01% | 2089 |
|
|
2023
Q3 | $507 | Sell |
5
-115
| -96% | -$11.7K | ﹤0.01% | 3119 |
|
|
2023
Q2 | $12.2K | Buy |
120
+103
| +606% | +$10.5K | ﹤0.01% | 2501 |
|
|
2023
Q1 | $1.74K | Sell |
17
-14
| -45% | -$1.43K | ﹤0.01% | 2948 |
|
|
2022
Q4 | $2.6K | Buy |
31
+26
| +520% | +$2.18K | ﹤0.01% | 2899 |
|
|
2022
Q3 | $0 | Sell |
5
-60
| -92% | – | ﹤0.01% | 3430 |
|
|
2022
Q2 | $4K | Sell |
65
-318
| -83% | -$19.6K | ﹤0.01% | 2800 |
|
|
2022
Q1 | $46K | Buy |
383
+378
| +7,560% | +$45.4K | ﹤0.01% | 1986 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 3075 |
|
|
2021
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 2960 |
|
|
2020
Q3 | – | Sell |
-269
| Closed | -$14K | – | 2696 |
|
|
2020
Q2 | $14K | Buy |
+269
| New | +$14K | ﹤0.01% | 1815 |
|
|
2020
Q1 | – | Sell |
-450
| Closed | -$19K | – | 2774 |
|
|
2019
Q4 | $19K | Hold |
450
| – | – | ﹤0.01% | 1758 |
|
|
2019
Q3 | $20K | Hold |
450
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q2 | $26K | Hold |
450
| – | – | ﹤0.01% | 1632 |
|
|
2019
Q1 | $23K | Buy |
+450
| New | +$23K | ﹤0.01% | 1667 |
|
|
2015
Q4 | – | Sell |
-275
| Closed | -$4K | – | 1869 |
|
|
2015
Q3 | $4K | Buy |
+275
| New | +$4K | ﹤0.01% | 1324 |
|